Virtual event

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Event Date Mon Sep 21 EDT - Fri Sep 25 EDT (over 1 year ago)
Location Virtual event
Region Americas

Working together for better financial futures.

With the unprecedented events of this year, the retirement plan community needs to work together to help individuals with their future finances now more than ever. PLANSPONSOR is excited to bring together a unique cross section of the retirement plan industry in its first virtual PLANSPONSOR National Conference! From wherever you work, you can enjoy discussions among your plan sponsor peers, retirement plan advisers and providers, and legislative and legal experts about ways to continue to build plans and financial wellness programs that improve the outcomes of your unique workforce while implementing proper corporate governance to manage fiduciary duties.


2020 Speakers

William Applegate
Vice President, Industry Relations, Fidelity Health Solutions

Lisa Berkman Ph.D.
Principal Investigator, Health and Aging Study in Africa, Harvard’s T.H. Chan School of Public Health

April Bettencourt
Senior Director, Global Employee Benefits, VSP Global

Brian Brown
Vice President, Fidelity Workplace Consulting group, Fidelity Investments

Carol Buckmann
Co-founding Partner, Cohen & Buckmann P.C.

Brian Coleman
V.P. of Total Rewards, Dawn Foods

Jeffrey W. Clark
Analyst and Lead Author of How America Saves, Vanguard Strategic Retirement Consulting

Hernando Cortina
Head of Index Strategy, ISS ESG

Harry A. Dalessio
Head of Institutional Retirement Plan Services, Prudential Retirement

Geoffrey E. Dietrich
Executive Vice President, Dietrich & Associates

Michael Domingos
Head of Sales & Strategic Relationships, Prudential Retirement

John Doyle
SVP, Senior Retirement Strategist, Capital Group / American Funds

Russell DuBose
Human Resources Director, Phifer Incorporated

Nancy Emerson
Vice President, Health Care Thought Leadership, Fidelity

Jodi Epstein
Partner, Ivins, Phillips & Barker, Chartered

Ed Farrington
EVP, Institutional and Retirement, Natixis Investment Managers – US Distribution

Jamie Fleckner
Partner, Goodwin Proctor LLP

Josh Itzoe
Co-Founder, Partner & Chief Strategy Officer, Greenspring Advisors

Joanne Jacobson
of Counsel, Ivins, Phillips & Barker, Chartered

Todd Kading
President and Co-founder, LeafHouse Financial

Phyllis Klein
Senior Director, Consulting Solutions Group, CAPTRUST Financial Advisors

Bruce Lanser
Senior Retirement Plan Consultant, UBS Retirement Plan Consulting Group

Eric Leverson
Lead Regulatory Consultant, MassMutual

David Levine
Principal, Groom Law Group, Chartered

Philip T. Maffei II
Managing Director, Product Development and Actuarial, TIAA Financial Solutions Product Group

William J. McDermott
Senior Vice President, Large, Mega and Not-for-Profit Markets, Empower Retirement

Kelly Mutuc
Vice President Talent Management, Novaspect

Nick Nefouse
Managing Director, Co-Head of LifePath and Head of Investment Strategy, BlackRock's Retirement Group

Hugh Penney
Senior Advisor for Benefits Planning, Yale University

The Honorable Preston Rutledge
former Assistant Secretary of Labor, Employee Benefits Security Administration (EBSA)

Asha Srikantiah
VP and Head of Fidelity Student Debt Program, Workplace Emerging Products, Fidelity Investments

Sudhir Tauro
Executive Director, UBS Workplace Wealth Services

Gordon Tewell
Principal, Innovest Portfolio Solutions

Julie Varga
Vice President, Investment and Product Specialist, Morningstar Investment Management

Nathan Voris
Senior Managing Director, Business Strategy, Schwab Retirement Plan Services, Inc.

Rachel Weker
Products and Platforms Vice President, T. Rowe Price Retirement Plan Services

Sponsors & Partners

2020 Sponsors

• Adp
• Blackrock
• Cg Af
• Schwab
• Dietrich Annua
• Empower
• Fidelity
• Massmutual
• Morningstar
• Natixis
• Pru
• Tiaa
• Troweprice
• Ubs
• Vanguard

• Adp
• Blackrock
• Cg Af
• Schwab
• Dietrich Annua
• Efe
• Empower
• Fidelity
• Heitman
• Massmutual
• Morningstar
• Pl
• Pru
• Securian
• Tiaa
• Troweprice
• Ubs
• Vanguard